Engage with high net worth clients as a Wealth Sales Executive in a remote role with a leading portfolio management firm. Close leads and manage investor portfolios without cold calling. This home-based sales position focuses on connecting with qualified leads interested in portfolio management.

You will leverage a dedicated service team to enhance client relationships, ensuring seamless transitions and continued satisfaction. With a firm that promotes its offerings through various channels, you can concentrate on closing sales effectively. Key Responsibilities:

- Close investment leads from high net worth clients
- Collaborate with dedicated service teams for client retention
- Manage effective communications regarding portfolio strategies
- Utilize marketing tools for high-quality lead generation
- Ensure seamless transitions of investment accounts Requirements:
- MBA or CFA Level 1 completed or CIM certification
- Licensed to manage portfolios with stocks and bonds
- Proven experience in wealth management sales
- Solid communication and sales skills
- Willingness to complete CIM within 3 months Elevate wealth management sales by leveraging qualified leads and dedicated support with an established portfolio management firm.

📌 Wealth Sales Executive at Global Firm (Niagara Falls)
🏢 Zohorecruit
📍 Niagara Falls